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  1. Allow multiple supervisors to overlap a direct appointment

    Oftentimes we have multiple supervisors scheduled to see one client, at different times; i.e., a direct session is scheduled from 8:00-12:00pm, and 1 supervisor is scheduled to overlap 8:00-10:00am, and another from 10:00-12:00pm. Currently it only allows 1 supervisor to overlap the direct appointment.

    2 votes

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  2. Link one supervision appt to multiple direct appts

    For mental health employees there is often group sup where there is one supervisor and multiple supervisees. The supervisor needs to be able to link their supervision appt to multiple supervisee appts.

    2 votes

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  3. Mark nonbillable appointments as kept

    I would love the option to have staff mark non-billable appointments as kept or not like we now have for billable appointments.

    1 vote

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  4. Give an option not to auto delete supervision session when direct session canceled

    Would love the option to not auto delete the supervision session when a direct session is canceled. 97155 does not require a direct session, so if the BCBA is covering the direct session, they might do part 97153, part 97155.

    1 vote

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  5. Repeat Event Default End Date

    Can we please add a feature where if you repeat an event, the default "end on" date is the last date of the authorization? Thank you!

    1 vote

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  6. Require Service Type to Schedule

    Require a service type or popup alert if no service type is entered before clicking Save when scheduling a new appointment.

    1 vote

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  7. Calendar Syncing (Admin Access, Calendar by Client, and Outlook support)

    It would be great if the admin could have access to sync the calendars for each staff. It would also be great if we have calendars for clients that sync too, so we can view where are clients will be during the week and with which staff. If possible, the same URL for iCal syncing but for Outlook calendars as that is what our company uses.

    1 vote

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  8. Mass Delete or Change Appointments

    The bulk edit appointment feature is VERY limited. It would be very helpful to be able to delete multiple appointments at once or change the service type or location for multiple sessions at once. Similar to what was offered in AccuPoint.

    1 vote

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  9. Schedule APIs

    It would be great to manage the scheduling through APIs. That way I could develop different to synch with other payroll companies, creating the appointments automatically based on my own calendar, etc.

    1 vote

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  10. crystal@horizonsacademy.org

    Can you add a check box to toggle on and off show canceled shifts on calendar, (like you have show non-client events and show travel appointments). Showing canceled shifts gets confusing when you are trying to reschedule staff if there are client cancelations.

    1 vote

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  11. Client Flags-Details Tab

    Client flags on the details tab, under "client details" at top left does not show the entire message associated with the flag. It seems that the message is cut off and all information associated with any flag is very important to everyone so hoping that you could either make it show all the details associated or at least give the ability to hover over the flag to see entire message so that it is not necessary to look elsewhere just to see the entire message. The tags are supposed to be helpful to very important reminders but we feel like…

    1 vote

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  12. Client Notes

    Client notes from the details page should show up on the agenda so that it is easy to identify important information that pertains to the client.

    1 vote

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